L Jack & Ella Shaw Spiers Foundation

990PF • Fiscal year 2011 • EIN 58-2241078

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 26, 2012

Organization Profile

424 Hempstead Place28207

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • NTEE T • $500k-$1M nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 83% of similar nonprofits.

2011 filings • NTEE T • $500k-$1M nonprofits • Source year 2011

-6.8%

Faster asset growth than 21% of similar nonprofits.

2011 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets75th percentile

Assets

Down

$982,030

Down $71,430 (-6.8%) from 2010

Net Assets

$982,030

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$90,412

Up $14,470 (+19%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$982,030

Liabilities$0

Net Assets$982,030

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$90,412

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Jul 26, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay83rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GRACE T GRASTY	Pres/Trustee	-	$0	-	-
EVA JOHNSON	VP/Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE	MEDICAL RESEARCH	-	CHAPEL HILL, NC, US	$50,000
Paid Grant	HEALTH GUIDANCE CENTER	COMMUNITY OUTREACH	-	CHARLOTTE, NC, US	$10,000
Paid Grant	MEDICAL FOUNDATION OF NORTH CAROLINA INC	MEDICAL RESEARCH	-	CHAPEL HILL, NC, US	$10,000

Filing and Contact Details

Filer

EIN: 58-2241078

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	KRR & CO LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	8	THE BLACKSTONE GROUP, LP
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NC
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	COMMUNITY OUTREACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	HEALTH GUIDANCE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	MEDICAL FOUNDATION OF NORTH CAROLINA INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	725 PROVIDENCE ROAD SUTIE 302
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	208 W FRANKLIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	208 W FRANKLIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	CHAPEL HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	CHAPEL HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	28207
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	27599
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	27599
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	70000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	56137
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	8692
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	56137
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	5171
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	5171
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	70000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	5171
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	5171
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	8692
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	0	0
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	1	0
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	2	0
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	3	0
OtherExpensesSchedule/OtherExpenses/Description	0	MGMT FEE - TD WATERHOUSE
OtherExpensesSchedule/OtherExpenses/Description	1	MGMT FEE - TD WATERHOUSE
OtherExpensesSchedule/OtherExpenses/Description	2	MISCELLANEOUS INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description	3	PORTFOLIO DEDUCTIONS - THE BLACKSTONE GROUP LP
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	3	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	4056
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	9453
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	154
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	3	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	4056
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	9453
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	154
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	3
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	7
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	-26
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	2	8
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	3	477
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	4	0
OtherIncomeSchedule2/OtherIncome/Description	0	US OIL FUND
OtherIncomeSchedule2/OtherIncome/Description	1	POWERSHARE DB AG
OtherIncomeSchedule2/OtherIncome/Description	2	KKR & CO, LP
OtherIncomeSchedule2/OtherIncome/Description	3	TD WATERHOUSE #954-001418 ROYALTIES
OtherIncomeSchedule2/OtherIncome/Description	4	THE BLACKSTONE GROUP LP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	7
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	-26
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	2	8
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	3	477
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	4	0
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	7
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	-26
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	2	8
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	3	477
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	4	0
OtherIncreasesSchedule/OtherIncreases/Amount	0	991
OtherIncreasesSchedule/OtherIncreases/Description	0	ADJ TO PRIOR YEAR
TaxesSchedule/Taxes/AdjustedNetIncome	0	0
TaxesSchedule/Taxes/AdjustedNetIncome	1	0
TaxesSchedule/Taxes/AdjustedNetIncome	2	0
TaxesSchedule/Taxes/Amount	0	541
TaxesSchedule/Taxes/Amount	1	24
TaxesSchedule/Taxes/Amount	2	1193
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category	1	SEVERANCE TAXES PAID
TaxesSchedule/Taxes/Category	2	FEDERAL TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $982,030
Liabilities: $0
Net assets: $982,030
Revenue: -
Expenses: $90,412
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.65	$0.03	$0.62	$0.03	$0.12	$0.09
2023Summary only. Only limited summary data is available for this year.	$0.71	$0.00		$0.06	$0.13	$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.79	$0.00	$0.79	$0.12	$0.09	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$0.73	$0.00	$0.73	$0.06	$0.10	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.03	$0.09	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$0.83	$0.00	$0.83	$0.02	$0.08	$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.86	$0.00	$0.86	$0.05	$0.08	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.89	$0.00	$0.89	$0.04	$0.08	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$0.93	$0.00	$0.93	$0.05	$0.08	$0.03
2014Summary only. Only limited summary data is available for this year.	$0.95	$0.00		$0.08	$0.08	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.96	$0.00		$0.06	$0.07	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.98	$0.00		$0.07	$0.07	$0.01
2011Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98		$0.09
2010Summary only. Only limited summary data is available for this year.	$1.05	$0.00		$0.06	$0.08	$0.02